Zurich | West Hartford, CT | Auburn, IN | |
|---|---|---|---|
| Assets under management | $498.9M | $524M | $524.2M |
| Asset growth, last 2 years | +33% | +27% | +51% |
| Advisory staff | 3 | 3 | 6 |
| Individual clients | 124 | 41 | 815 |
| Assets per client | $4M | $12.8M | $643K |
| Clients per advisor | 41 | 14 | 136 |
| Main custodian | Vontobel Securities Ag | – | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2014 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 1 | 6 |
From each firm's latest Form ADV (May 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.